Check any figure
Click any figure to see the exact place in the email or document it came from.
Our agents show where every figure came from.
They read emails, schedules, slips and wordings, check each against the others and draft follow-ups for your brokers to send.
Nothing goes out unchecked
Your brokers sign off before anything goes to an insurer or a client.
Better with each correction
Our agents learn from every correction your brokers make, and we never use what they learn for anyone else.
The jobs our agents take off your desk.
Start with the job that takes your team longest, then add the others.
Intake
Sorting the inbox
Sends each new email to the right team and broker, with the client’s record already open.
Reading the submission
Reads the email, schedule and proposal form into a single record and flags mismatches.
Checking new clients
Checks sanctions and PEP lists, Companies House, adverse media, courts and gazettes.
Placement
Scoring the risk
Scores each risk against your appetite, using your own Excel rating tools or pricing system.
Going to market
Prepares the submission for each insurer you choose, in the format that insurer asks for.
Chasing what’s missing
Chases a missing claims history or an unsigned form before it holds anything up.
Checks
Reading wordings
Pulls the significant terms out of a wording, for your broker to accept or reject.
Comparing like for like
Lines up quotes and policies on limits, conditions and cover, each figure linked to its source.
Checking slips
Flags conflicts and missing endorsements between slip and wording, and drafts the email.
Portfolio
Preparing renewals
Starts each renewal early, with last year’s policy and schedule already read.
Finding gaps in cover
Spots missing cover, like event cancellation for a firm whose revenue rests on one event.
Watching your book
Tracks limits against live prices, such as commodities, and flags any that fall short.
Our agents work in the systems you already use.
Your broking system
Our agents work inside Acturis, Applied Epic or your own system, so there’s nothing to replace.
Portals and placing platforms
They fill in insurer portals screen by screen, as your team does, or connect directly where they can.
Where your brokers work
Your brokers work with the agents in Outlook, on WhatsApp or from a dashboard.
